UKPH.DE vs. H4Z7.DE
Compare and contrast key facts about iShares UK Property UCITS ETF (EUR Hedged) Acc (UKPH.DE) and HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) (H4Z7.DE).
UKPH.DE and H4Z7.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UKPH.DE is a passively managed fund by iShares that tracks the performance of the FTSE EPRA/NAREIT United Kingdom (EUR Hedged). It was launched on May 18, 2022. H4Z7.DE is a passively managed fund by HSBC that tracks the performance of the FTSE EPRA/NAREIT Developed. It was launched on Jul 19, 2022. Both UKPH.DE and H4Z7.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
UKPH.DE vs. H4Z7.DE - Performance Comparison
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UKPH.DE vs. H4Z7.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
UKPH.DE iShares UK Property UCITS ETF (EUR Hedged) Acc | -6.75% | 7.71% | -14.33% | 8.55% | -21.64% |
H4Z7.DE HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) | 3.47% | -1.78% | 5.80% | 7.39% | -13.07% |
Returns By Period
In the year-to-date period, UKPH.DE achieves a -6.75% return, which is significantly lower than H4Z7.DE's 3.47% return.
UKPH.DE
- 1D
- 2.46%
- 1M
- -13.00%
- YTD
- -6.75%
- 6M
- -3.62%
- 1Y
- -1.72%
- 3Y*
- -1.67%
- 5Y*
- —
- 10Y*
- —
H4Z7.DE
- 1D
- 0.81%
- 1M
- -6.21%
- YTD
- 3.47%
- 6M
- 2.23%
- 1Y
- 2.55%
- 3Y*
- 5.39%
- 5Y*
- —
- 10Y*
- —
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UKPH.DE vs. H4Z7.DE - Expense Ratio Comparison
UKPH.DE has a 0.42% expense ratio, which is higher than H4Z7.DE's 0.24% expense ratio.
Return for Risk
UKPH.DE vs. H4Z7.DE — Risk / Return Rank
UKPH.DE
H4Z7.DE
UKPH.DE vs. H4Z7.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares UK Property UCITS ETF (EUR Hedged) Acc (UKPH.DE) and HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) (H4Z7.DE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| UKPH.DE | H4Z7.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.09 | 0.17 | -0.26 |
Sortino ratioReturn per unit of downside risk | 0.01 | 0.32 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.05 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | -0.07 | 0.28 | -0.34 |
Martin ratioReturn relative to average drawdown | -0.19 | 1.04 | -1.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UKPH.DE | H4Z7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.09 | 0.17 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.38 | 0.01 | -0.39 |
Correlation
The correlation between UKPH.DE and H4Z7.DE is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
UKPH.DE vs. H4Z7.DE - Dividend Comparison
Neither UKPH.DE nor H4Z7.DE has paid dividends to shareholders.
Drawdowns
UKPH.DE vs. H4Z7.DE - Drawdown Comparison
The maximum UKPH.DE drawdown since its inception was -36.06%, which is greater than H4Z7.DE's maximum drawdown of -26.78%. Use the drawdown chart below to compare losses from any high point for UKPH.DE and H4Z7.DE.
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Drawdown Indicators
| UKPH.DE | H4Z7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.06% | -26.78% | -9.28% |
Max Drawdown (1Y)Largest decline over 1 year | -17.69% | -13.17% | -4.52% |
Current DrawdownCurrent decline from peak | -30.34% | -6.36% | -23.98% |
Average DrawdownAverage peak-to-trough decline | -23.93% | -11.98% | -11.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.07% | 2.77% | +3.30% |
Volatility
UKPH.DE vs. H4Z7.DE - Volatility Comparison
iShares UK Property UCITS ETF (EUR Hedged) Acc (UKPH.DE) has a higher volatility of 8.07% compared to HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) (H4Z7.DE) at 4.55%. This indicates that UKPH.DE's price experiences larger fluctuations and is considered to be riskier than H4Z7.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UKPH.DE | H4Z7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.07% | 4.55% | +3.52% |
Volatility (6M)Calculated over the trailing 6-month period | 13.89% | 8.23% | +5.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.93% | 14.70% | +4.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.38% | 14.53% | +6.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.38% | 14.53% | +6.85% |